Benchmark Financial Design Group

Finance · 1-10 Employees

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Overview

Phone Number

(616) 667-8834

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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1

About Benchmark Financial Design Group

Benchmark Financial Design Group is an independent, fee-based wealth management and financial planning firm dedicated to serving individuals and families in West Michigan and beyond. With over 20 years of experience, they focus on understanding clients' unique financial goals and providing tailored investment strategies to help achieve those dreams. The firm operates as accredited fiduciaries, ensuring they always act in the best interests of their clients. Their mission emphasizes servant leadership and building trusted relationships to guide clients through their financial journeys.Explore more
Benchmark Financial Design Group's Social MediaPopular SearchesBenchmark Financial Design Group IncBenchmark Financial LtdBenchmark Financial DesignBenchmark Financial Design GroupBenchmark Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Benchmark Financial Design Group Org Chart

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BB

Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benchmark Financial Desig...

<$5M
1-10
Private
-
1999
BB
Bernard BowhuisFounder & President
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2009
SR
Salvatore RiccoPrincipal and Founder
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Benchmark Financial Design Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Benchmark Financial Design Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Benchmark Financial Design Group.

Benchmark Financial Design Group Tech Stack

A closer look at the technologies used by Benchmark Financial Design Group

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Frequently Asked Questions Regarding Benchmark Financial Design Group

What is Benchmark Financial Design Group's official website?
Benchmark Financial Design Group's official website is www.benchmarkfinancialdesign.com
What is Benchmark Financial Design Group's Revenue?
Benchmark Financial Design Group's revenue is <$5 Million
What is Benchmark Financial Design Group's SIC code?
Benchmark Financial Design Group's SIC: 62,628
What is Benchmark Financial Design Group's NAICS code?
Benchmark Financial Design Group's NAICS: 52,523
How many employees does Benchmark Financial Design Group have?
Benchmark Financial Design Group has 1-10 employees
What industry does Benchmark Financial Design Group belong to?
Benchmark Financial Design Group is in the industry of: Finance, Securities Trading
What is Benchmark Financial Design Group competition?
Benchmark Financial Design Group top competitors include: Sherwood Investment Services, Wealth Advisory Services, KMR Wealth Advisory, Holliger Financial Consultants
What technology does Benchmark Financial Design Group use?
Some of the popular technologies that Benchmark Financial Design Group uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Benchmark Financial Design Group?
Benchmark Financial Design Group contact info: Phone number: (616) 667-8834 Website: www.benchmarkfinancialdesign.com
What does Benchmark Financial Design Group do?

Benchmark Financial Design Group is an independent, fee-based wealth management and financial planning firm dedicated to serving individuals and families in West Michigan and beyond. With over 20 years of experience, they focus on understanding clients' unique financial goals and providing tailored investment strategies to help achieve those dreams... . The firm operates as accredited fiduciaries, ensuring they always act in the best interests of their clients. Their mission emphasizes servant leadership and building trusted relationships to guide clients through their financial journeys.Read More

What are Benchmark Financial Design Group social media links?
Benchmark Financial Design Group Linkedin page Benchmark Financial Design Group Facebook page
Is Benchmark Financial Design Group a public company?
Benchmark Financial Design Group is private company therefore does not currently have an official ticker symbol
See more information about Benchmark Financial Design Group

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